BFEC

Benjamin F. Edwards & Company Portfolio holdings

AUM $5.69B
1-Year Est. Return 15.37%
This Quarter Est. Return
1 Year Est. Return
+15.37%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.25B
AUM Growth
+$258M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,813
New
Increased
Reduced
Closed

Top Buys

1
+$9.4M
2
+$8.01M
3
+$6.78M
4
NVDA icon
NVIDIA
NVDA
+$4.41M
5
CVX icon
Chevron
CVX
+$4.15M

Top Sells

1
+$14.3M
2
+$7.13M
3
+$6.78M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$4.02M
5
AA icon
Alcoa
AA
+$3.95M

Sector Composition

1 Technology 9.29%
2 Consumer Discretionary 5.19%
3 Healthcare 5.11%
4 Industrials 4.38%
5 Financials 4.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1326
$13K ﹤0.01%
352
1327
$13K ﹤0.01%
35
1328
$13K ﹤0.01%
500
1329
$13K ﹤0.01%
3,000
1330
$13K ﹤0.01%
200
-15
1331
$13K ﹤0.01%
474
-12
1332
$13K ﹤0.01%
373
1333
$12K ﹤0.01%
150
-200
1334
$12K ﹤0.01%
+336
1335
$12K ﹤0.01%
535
1336
$12K ﹤0.01%
200
-460
1337
$12K ﹤0.01%
100
-100
1338
$12K ﹤0.01%
200
1339
$12K ﹤0.01%
138
1340
$12K ﹤0.01%
1,454
+17
1341
$12K ﹤0.01%
103
-300
1342
$12K ﹤0.01%
188
1343
$12K ﹤0.01%
260
1344
$12K ﹤0.01%
468
-77
1345
$12K ﹤0.01%
200
-151
1346
$12K ﹤0.01%
422
1347
$12K ﹤0.01%
320
1348
$12K ﹤0.01%
255
1349
$12K ﹤0.01%
669
+2
1350
$11K ﹤0.01%
200
52 53
54
55 56